FORTERIS WEALTH MANAGEMENT, INC.
Tel: 914-696-5300 200 Business Park Drive Suite 211 Armonk, New York 10504
About FORTERIS WEALTH MANAGEMENT, INC.
FORTERIS WEALTH MANAGEMENT, INC. is a Armonk, New York based financial advisory firm with nearly $158,127,900 in assets under management and provides investment advisory services for 491 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
108314
Firm SEC#:
801-44613
Assets Under Management:
$158,127,900
No. of Clients:
491
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (FINANCIAL CONSULTING SERVICES)
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